Principle Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
45,298
-416
| -0.9% | -$18K | 0.12% | 122 |
|
|
2025
Q1 | $2.07M | Buy |
45,714
+1,761
| +4% | +$79.9K | 0.15% | 117 |
|
|
2024
Q4 | $1.76M | Buy |
43,953
+3,474
| +9% | +$139K | 0.12% | 127 |
|
|
2024
Q3 | $1.82M | Sell |
40,479
-3,701
| -8% | -$166K | 0.13% | 128 |
|
|
2024
Q2 | $1.82M | Sell |
44,180
-8,036
| -15% | -$331K | 0.14% | 125 |
|
|
2024
Q1 | $2.19M | Sell |
52,216
-276
| -0.5% | -$11.6K | 0.17% | 116 |
|
|
2023
Q4 | $1.98M | Sell |
52,492
-31,062
| -37% | -$1.17M | 0.17% | 119 |
|
|
2023
Q3 | $2.71M | Sell |
83,554
-8,503
| -9% | -$276K | 0.27% | 91 |
|
|
2023
Q2 | $3.42M | Sell |
92,057
-7,701
| -8% | -$286K | 0.34% | 66 |
|
|
2023
Q1 | $3.88M | Buy |
99,758
+15,178
| +18% | +$590K | 0.41% | 60 |
|
|
2022
Q4 | $3.33M | Sell |
84,580
-5,736
| -6% | -$226K | 0.38% | 67 |
|
|
2022
Q3 | $3.4K | Buy |
90,316
+8,895
| +11% | +$335 | 0.32% | 57 |
|
|
2022
Q2 | $4.13M | Sell |
81,421
-5,612
| -6% | -$285K | 0.5% | 46 |
|
|
2022
Q1 | $4.43M | Buy |
87,033
+1,299
| +2% | +$66.2K | 0.47% | 52 |
|
|
2021
Q4 | $4.46M | Sell |
85,734
-3,506
| -4% | -$182K | 0.47% | 50 |
|
|
2021
Q3 | $4.82M | Sell |
89,240
-344
| -0.4% | -$18.6K | 0.56% | 35 |
|
|
2021
Q2 | $5.02M | Buy |
89,584
+8,760
| +11% | +$491K | 0.57% | 33 |
|
|
2021
Q1 | $4.7M | Buy |
80,824
+4,861
| +6% | +$283K | 0.55% | 38 |
|
|
2020
Q4 | $4.46M | Buy |
75,963
+62,413
| +461% | +$3.67M | 0.59% | 35 |
|
|
2020
Q3 | $807K | Sell |
13,550
-1,221
| -8% | -$72.7K | 0.22% | 59 |
|
|
2020
Q2 | $814K | Sell |
14,771
-789
| -5% | -$43.5K | 0.24% | 59 |
|
|
2020
Q1 | $836K | Sell |
15,560
-257
| -2% | -$13.8K | 0.31% | 49 |
|
|
2019
Q4 | $971K | Sell |
15,817
-729
| -4% | -$44.8K | 0.31% | 59 |
|
|
2019
Q3 | $999K | Buy |
16,546
+7,444
| +82% | +$449K | 0.35% | 55 |
|
|
2019
Q2 | $520K | Buy |
9,102
+1,598
| +21% | +$91.3K | 0.27% | 70 |
|
|
2019
Q1 | $444K | Buy |
7,504
+3,945
| +111% | +$233K | 0.25% | 72 |
|
|
2018
Q4 | $202K | Buy |
+3,559
| New | +$202K | 0.17% | 110 |
|